Jupiter Asset Management

As a generalist with an ownership mindset, my time horizon is long-term with a focus on unearthing value from businesses that are operationally inefficient and have underutilized assets with a defined and proximate path to value creation—through improvements in commercial strategy, operations, capital structure, or governance. I deliberately exclude companies with structurally challenged business models and extreme organisational inertia.My unique perspective stems from an insatiable curiosity, willingness to explore unconventional insights, synthesizing multiple perspectives and being open to disconfirming evidence.